---
title: "Setting up your Milestones Campaign: Birthdays"
description: Set up an automated birthday campaign so gifts are sent on time—every time—with no manual effort.
---

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1. [The Help Hub](https://docs.caroo.com/help?hsLang=en)
2. [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)

September 10, 2026

# Setting up your Milestones Campaign: Birthdays

## Automate birthday gifting so no celebration is ever missed.

Automated birthday campaigns make it easy to deliver timely, thoughtful recognition—without the need to remember individual dates or manually send gifts.

Once set up, your campaign will automatically send birthday gifts based on the recipient data you provide.

 

### 🛠️ How to set up a birthday campaign

1. Choose the gift you wish to include in your campaign.

If you wish to create multiple Birthday campaigns—for instance, one for your C-Level Team and another for your Mid-Level Team—you can easily accomplish this by repeating this step for each group!

Select **Automated Milestones** as your subscription type, then choose **Birthday** as the occasion.

3. You'll then be prompted to add your recipients! You can add by:

- - choosing the "add new contact" option to manually input the details of each individual (if you would like more information on how to add a new contact, please refer to our [How to Create a New Contact](https://docs.caroo.com/help/how-do-i-create-a-new-contact?hsLang=en) article!)
    - choosing individuals from your existing contacts by ticking the checkbox next to their names
    - creating a new roster by entering the details of all individuals you want to include (see our [Adding Multiple Contacts](https://docs.caroo.com/help/how-do-i-add-multiple-contacts/addresses-at-a-time?hsLang=en) article!)

Review the recipient validation screen. If any recipients are missing a birth date, add the missing dates before proceeding. Once all recipients have a birth date on file, continue to the next step.

5. Craft your birthday gift message.

6. Choose your campaign start date.

There are two options for setting the start date:

- **Immediate start:** The campaign activates today, and recipients receive their birthday gift on their actual birthday.
- **Future start date:** Choose a specific date for the campaign to begin, giving you control over the launch timing.

We recommend setting a future start date for the day after you complete setup—for example, if you set up your campaign on August 1, set the start date to August 2 at 9:00 AM. This ensures recipients receive their birthday gift at the start of their special day.

- \*\*Immediate Start\*\*: The subscription will activate today, and recipients will receive their birthday emails on their special day, based on the activation date.

- \*\*Future Start Date\*\*: You can select a specific date for the campaign to commence, allowing emails to be sent at a designated time of your choosing.

It is advisable to select a future start date for the day after your setup (for example, if you are configuring your campaign on August 1, set the start date for August 2 at 9:00 AM). This ensures that your recipients will receive their birthday emails promptly at the beginning of their special day!

Enter your payment details and click **Place Order** to launch your campaign.

### 🔄 How it works

Once active, the campaign will:

- Monitor the birthdays of all included recipients
- Automatically send the selected gift on the defined schedule
- Log each gift in the **Orders** tab

### 🧠 Pro Tips

- 🎯 Keep birthday campaigns active year-round to ensure no one is missed
- 🧾 Upload your entire team at once with birthdays and organize them into a reusable **Birthday Group**
- 🗓 Combine this with **anniversary** and **welcome campaigns** for full milestone coverage

### 📍 Where to monitor birthday gifting

- Use the **Orders** tab to track delivery and status
- Filter by “Birthday Campaign” to see all related gifts

### ❓ Need to make changes?

You can:

- **Edit the campaign** (update group, message, gift type, or send timing)
- **Pause the campaign** at any time
- **Replace recipient data** by uploading a new list to the group

- [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)
- [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)
- [Gifts, Recipient Choice & Personalization](https://docs.caroo.com/help/gifts-recipient-choice-personalization?hsLang=en)
- [Orders, Tracking & Delivery](https://docs.caroo.com/help/orders-tracking-delivery?hsLang=en)
- [For Recipients](https://docs.caroo.com/help/for-recipients?hsLang=en)
- [Account, Billing & Administration](https://docs.caroo.com/help/account-billing-administration?hsLang=en)
- [FAQ](https://docs.caroo.com/help/faq?hsLang=en)

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